Job Description & How to Apply Below
About the Company
Reputable financial firm providing wealth management products & services
Industry
Financial Services
Type
Public Company
Founded
1865
Employees
10,001+
Categories
- Service Industry
- Financial Services
- Finance
- Consulting & Professional Services
- Insurance
- Publicly Traded
- Fin Tech
- Savings & Investing
Business Classifications
- B2B
About the Role
The Company is seeking an Associate Vice President, CXO Strategy & Transformation to shape and steward an integrated client experience strategy and transformation agenda. The role connects priorities across client experience, digital, marketing, data, and business partners, while building the governance, metrics, and operating routines needed to turn strategy into execution. Responsibilities include modernizing performance management and executive reporting, guiding portfolio and investment prioritization, and translating business, financial, operational, and risk information into actionable insights.
The successful candidate will develop strategic narratives and recommendations for senior leaders and board-level audiences, advance the function’s AI strategy, and lead alignment across a complex organization.
Candidates should have at least 10 years of progressive experience in strategy, transformation, business management, consulting, financial services, client experience, operations, technology enablement, or a related leadership field. They should bring experience in enterprise transformation, strategic planning, portfolio management, executive governance, or performance management, along with strong financial and analytical skills. The role requires the ability to turn complex information into clear recommendations, create effective performance frameworks and executive materials, and influence across multidisciplinary teams.
Proven leadership, sound judgment, pragmatic execution, and a commitment to coaching and developing others are also essential.
Hiring Manager Title
Vice-President, Experience, Planning and Transformation, CXO
Functions
- Strategy
- Operations
Position Requirements
10+ Years
work experience
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